Specialist, Middle Office Representative II
About The Position
We’re seeking a future team member for the role Specialist, Middle Office Representative II, to join our Integrated Middle Office Solutions team. This role is located in Lake Mary, FL. In this role, you’ll make an impact in the following ways: Serve as a lead for day-to-day operations of a Middle Office support team, providing work direction and technical assistance on complex matters. Lead daily activities of a Middle Office support team servicing multiple funds and resolve escalated problems during accounting and reporting cycles. Supervise tracking of fund data and trades, maintain records, and establish processes to improve team efficiency and support. Search for fail points in processes, produce error reports for clients, and help ensure compliance with service level agreements and FCC regulations. Assist in identifying and implementing process improvements to reduce audit and financial exposure. Supervise a team of Middle Office support staff and support team objectives.
Requirements
- High school/secondary school or the equivalent combination of education and experience is required.
- Bachelor’s degree is a plus.
- Mutual fund industry background is preferred.
- 3–5 years of total work experience is preferred.
- Experience in accounting support or the mutual fund industry is preferred.
Responsibilities
- Serve as a lead for day-to-day operations of a Middle Office support team, providing work direction and technical assistance on complex matters.
- Lead daily activities of a Middle Office support team servicing multiple funds and resolve escalated problems during accounting and reporting cycles.
- Supervise tracking of fund data and trades, maintain records, and establish processes to improve team efficiency and support.
- Search for fail points in processes, produce error reports for clients, and help ensure compliance with service level agreements and FCC regulations.
- Assist in identifying and implementing process improvements to reduce audit and financial exposure.
- Supervise a team of Middle Office support staff and support team objectives.
Benefits
- generous paid leaves
- paid volunteer time
- 401(k) plan
- medical, dental, and vision insurance
- basic life insurance
- vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
